BLUEDRIVE GLOBAL INVESTORS LLP Holdings

BLUEDRIVE GLOBAL INVESTORS LLP is an investment fund managing more than 103.19M US dollars. The largest holdings include Lamb Weston Holdings, T-Mobile US and Uber Technologies. In Q2 2022 the fund bought assets of total value of 3.24M US dollars and sold assets of total value of 85.65M US dollars.

$103.19M

portfolio value

+1.11%

quarter

-190.15%

1 year

-134.04%

3 years

BLUEDRIVE GLOBAL INVESTORS LLP portfolio changes

Portfolio changes (number of shares)
Period	Buy	Sel
Q1 2018	64659000	46722000
Q2 2018	26035000	29995000
Q3 2018	63544000	51571000
Q4 2018	80601000	42111000
Q1 2019	48058000	84916000
Q2 2019	124550000	42387000
Q3 2019	60479000	118188000
Q4 2019	189536000	150290000
Q1 2020	16817000	121844000
Q2 2020	97251000	70441000
Q3 2020	143384000	57909000
Q4 2020	116243000	56504000
Q1 2021	148235000	184488000
Q2 2021	140629000	165453000
Q3 2021	54527000	157975000
Q4 2021	4793000	61553000
Q2 2022	3238000	85647000

BLUEDRIVE GLOBAL INVESTORS LLP 13F holdings

Stock	Position type	Portfolio share	Portfolio value	Avg. open price	Current price	P/L	Last change
Packaged Foods Lamb Weston Holdings, Inc. Portfolio share: 29.56% Portfolio value: 30.50M Avg. open price: $79.77 Current price: $87.73 P/L: +9.98% Sold -26.98% shares Q3 2022	share	29.56%	30.50M	$79.77	$87.73	+9.98%	Sold -26.98% shares Q3 2022
Telecom Services T-Mobile US, Inc. Portfolio share: 27.23% Portfolio value: 28.09M Avg. open price: $104.15 Current price: $152.41 P/L: +46.34% Sold -26.99% shares Q3 2022	share	27.23%	28.09M	$104.15	$152.41	+46.34%	Sold -26.99% shares Q3 2022
Software—Application Uber Technologies, Inc. Portfolio share: 10.76% Portfolio value: 11.10M Avg. open price: N/A Current price: $28.75 P/L: N/A Sold -27.00% shares Q3 2022	share	10.76%	11.10M	N/A	$28.75	N/A	Sold -27.00% shares Q3 2022
Internet Retail Alibaba Group Holding Limited Portfolio share: 10.55% Portfolio value: 10.88M Avg. open price: $108.8 Current price: $90.06 P/L: -17.22% Sold -26.98% shares Q3 2022	share	10.55%	10.88M	$108.8	$90.06	-17.22%	Sold -26.98% shares Q3 2022
Internet Retail Amazon.com, Inc. Portfolio share: 10.02% Portfolio value: 10.34M Avg. open price: $1,847.84 Current price: $94.13 P/L: -94.91% Sold -34.40% shares Q3 2022	share	10.02%	10.34M	$1,847.84	$94.13	-94.91%	Sold -34.40% shares Q3 2022
Packaged Foods Herbalife Nutrition Ltd. Portfolio share: 9.84% Portfolio value: 10.15M Avg. open price: N/A Current price: $17.69 P/L: N/A Sold -26.99% shares Q3 2022	share	9.84%	10.15M	N/A	$17.69	N/A	Sold -26.99% shares Q3 2022
Entertainment Netflix, Inc. Portfolio share: 2.03% Portfolio value: 2.09M Avg. open price: N/A Current price: $320.41 P/L: N/A Sold -26.45% shares Q3 2022	share	2.03%	2.09M	N/A	$320.41	N/A	Sold -26.45% shares Q3 2022

Showing TOP 7 BLUEDRIVE GLOBAL INVESTORS LLP's 13F holdings.

Frequently Asked Questions (FAQ)

What is the biggest position of BLUEDRIVE GLOBAL INVESTORS LLP?

The biggest position of the BLUEDRIVE GLOBAL INVESTORS LLP is Lamb Weston Holdings, Inc. (LW) with 29.56% portfolio share worth of 30.51M US dollars.

Top 5 BLUEDRIVE GLOBAL INVESTORS LLP's holdings represent 88.13% of the portfolio:

Lamb Weston Holdings, Inc. (LW) – 29.56%
T-Mobile US, Inc. (TMUS) – 27.23%
Uber Technologies, Inc. (UBER) – 10.76%
Alibaba Group Holding Limited (BABA) – 10.55%
Amazon.com, Inc. (AMZN) – 10.02%

Who is the portfolio manager of BLUEDRIVE GLOBAL INVESTORS LLP?

The portfolio manager of the BLUEDRIVE GLOBAL INVESTORS LLP is .

What is the total asset value of the BLUEDRIVE GLOBAL INVESTORS LLP portfolio?

BLUEDRIVE GLOBAL INVESTORS LLP total asset value (portfolio value) is 103.19M US dollars.

Who is ?

is the portfolio manager of the BLUEDRIVE GLOBAL INVESTORS LLP.

What is (BLUEDRIVE GLOBAL INVESTORS LLP) fund performance?

BLUEDRIVE GLOBAL INVESTORS LLP's quarterly performance is +1.11%, annualy -190.15%. In the past 3 years, the value of 's portfolio has decreased by -134%.

What is the BLUEDRIVE GLOBAL INVESTORS LLP CIK?

BLUEDRIVE GLOBAL INVESTORS LLP's Central Index Key is 0001730235 .